Import file location

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Import file location

1.Tell The Scheduler the name of the file(s) to import. Click the Tools > Organization Setup category buttons and the EFT File Information tab and enter the file name and type desired.
Import Name

2.Copy your import file (IMPORT.CSV from our example) to the appropriate folder. To determine the name and location of the folder, click the EFT Folders category button and select the desired folder for the import transactions.
Import Folder
Now where is this folder? Run either the Folder List or System Status Report to determine the actual disk location to copy the file.
Repeat steps [1] and [2] for each folder selected to process import transactions.

3.You're ready!

Custom Import Instructions

If R.B. Anderson Ltd. has provided you with a custom import routine, we will send specific instructions for handling your import file(s).